Read on…
The greatest challenge faced by affluent families and the advisors who serve them is preparing the rising generation for the responsibilities of wealth. Tamarind Learning is an innovative, interactive learning platform that supports the wealth education needs of your clients, their children, and beyond.
If you have been seeking smart, fresh, and modern learning resources to augment your existing education for clients, the answer is here.
$99 per Month
$1,250 per Month
Includes Individual Plan Plus:
Options Available:
Customized Education
Options Available:
Tamarind Learning is the first and only accredited online, self-paced learning program for beneficiaries that supports and inspired them to be extraordinary stewards of wealth. Empowered Tamarind Learning graduates act on their own behalf. They have improved competence, confidence, productivity, and communication with their family and advisors.
When used in an advisor-supported learning environment, advisors have access to unique features:
Each program from Tamarind Learning features sophisticated metrics to track learner progress and success to demonstrate a client's understanding and knowledge. Graduates will have increased confidence and competence, empowerment, and improved relationships. Tamarind Learning reduces your stress and that of your clients. It makes the learning experience more efficient, effective, and enjoyable.
So your client can:
This is the only education platform in the world made specifically for advisors like you to learn how to educate your clients on what they can and should do with their wealth.
Clients will learn
Learn at your own pace with zero pressure or deadlines.
100% online. No hassle of traveling, in-person classes, or fixed schedules.
Clear, simple explanations that make intimidating legal concepts finally make sense.
Learn without judgment, shame, or feeling “stupid” for asking basic questions.
Annual access so you can return whenever new questions or issues come up.
Built as a tool for the advisor to work together with clients, protecting them from being taken advantage of by other advisors or family members.
You will receive top-quality education created by multi-generational beneficiaries, using real-world examples.
"Worth every penny"
I saved thousands in lawyer fees by learning this myself. Now I can make informed decisions, and my family actually respects my financial knowledge.
"No more awkward conversations"
I can finally have confident discussions about my trust with my parents. The judgment-free environment made learning so much easier.
If you tried to piece this together with professionals one-on-one, it would get expensive fast.
Here’s what’s included in every Course
"I inherited a trust at 25 and felt completely lost. My parents wouldn't explain things clearly, and every time I called my lawyer, it cost me $400 just to ask basic questions. After completing this program, I discovered my trustee had been overcharging me for years. I saved over $15,000 in the first year alone just by knowing what questions to ask."
— Jessica M., 27, Third-Generation Beneficiary
"My family made me feel stupid whenever I asked about the trust. I was embarrassed and avoided the topic entirely. This program taught me everything in clear, simple language. Now I manage my own distributions, I helped my sister understand her trust, and my parents actually come to me for advice. The confidence I've gained is priceless."
— David K., 32, Beneficiary & New Trustee
"I wanted to use trust funds for my daughter's medical expenses, but didn't know if it was allowed. My advisor kept saying 'maybe' and suggested hiring a lawyer. Within two weeks of starting this course, I learned exactly what I could do, submitted the proper request, and got approved. This program paid for itself ten times over."
— Amanda R., 29, Beneficiary & Mother
Ready to Take Control?
"Finally, I understand my trust!"
This program changed everything for me. I no longer feel intimidated talking to my advisor, and I actually understand where my money is going.